Connect Concord CLM to Harvestr

Both apps 36Concord CLM 20Harvestr 16

• Trigger
  New agreement

  Triggers when a new agreement appears in the selected Concord organization.

• Action
  Add agreement

  Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

• Action
  Add attachment

  Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

• Action
  Add folder

  Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

• Action
  Add member to agreement

  Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

• Action
  Create a New Document From a Template

  Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

• Action
  Create an Executed Document

  Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

• Action
  Create webhook - Document Fully Approved

  Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

• Action
  Create webhook - Document Fully Signed

  Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

• Action
  Create webhook - Signature Provided

  Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

• Action
  Delete agreement

  Permanently deletes an agreement from a Concord organization.

• Action
  Get agreement

  Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

• Action
  Get agreement PDF

  Downloads the PDF of a Concord agreement.

• Action
  List agreements

  Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

• Action
  List automated templates

  Returns the automated templates available in a Concord organization, with each template's id, title and description.

• Action
  List folders

  Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

• Action
  List organizations

  Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

• Action
  Move agreement

  Moves an agreement into a different folder in a Concord organization.

• Action
  Request signature

  Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

• Action
  Update agreement

  Updates the status of an existing Concord agreement, setting it to Signing or Broken.

• Action
  Add company

  Creates a company in Harvestr, optionally with an external id and segments.

• Action
  Add discovery

  Creates a discovery in Harvestr under a component or parent discovery.

• Action
  Add user

  Creates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.

• Action
  Create Message

  Creates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.

• Action
  Get company

  Returns a single Harvestr company by its id or client id.

• Action
  Get discovery

  Returns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.

• Action
  Get message

  Returns a single Harvestr message (feedback item) by its id or client id.

• Action
  Get Submitters

  Returns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.

• Action
  List companies

  Returns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.

• Action
  List messages

  Returns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.

• Action
  Search Discovery

  Searches Harvestr discoveries whose title contains the given text and returns the matching discoveries.

• Action
  Search Submitters

  Searches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.

• Action
  Update company

  Updates a company's name, external identifier or segments in Harvestr.

• Action
  Update discovery

  Updates a discovery's state or parent in Harvestr and returns the updated discovery.

• Action
  Update message

  Updates a Harvestr message's labels or moves it between the new, processed and bin inboxes.

• Action
  Update user

  Updates an existing Harvestr user's name, email, phone, external id, company or segments.

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